CHINA AND AFRICA

August 7, 2013
Hosted by Gavin Graham

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Episode Description

Emerging and Frontier Markets Investing with Gavin Graham gets an early start to the Fall season with a look at a complex emerging market – China – and a complex frontier region – Africa. Gavin starts in Hong Kong with Alicia Garcia-Herrero, Chief Economist for Emerging Markets at Banco Bilbao Vizcaya Argentaria. She sees a slowdown – but no collapse -- in China. He talks to Paul DeSisto at M&R Capital Management Inc. in New York about the relationship between China and other emerging markets. He gets an analysis from Richard Gula at the Argyle Companies about new developments in Argentina. Then he talks to African correspondent Samuel Akocha on the line from Lagos Nigeria to look at the growth created by the young population there. He concludes with advice from financial advisor David Much at Much Wealth Management in Santa Monica about how much emerging markets should be in a portfolio. This edition is produced by Al Emid. For inquiries write to financialnews@alemid.com.

Emerging and Frontier Markets Investing with Gavin Graham

Emerging and Frontier Markets Investing with Gavin Graham

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Emerging and Frontier Markets Investing with Gavin Graham addresses the increasing interest in these markets by meshing Graham’s knowledge of them with current news developments, trends and the insights of expert guests. In fact, the expertise of our guests further demonstrates the seriousness of our approach. They include veteran Wall Street veteran money managers, experienced journalists with first-hand observations and analysts discussing emerging and frontier market developments. Our program comes to investors worried about low domestic returns and those who are aware of the growth and importance of emerging and frontier markets but unclear about the exact opportunities.

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Gavin Graham

Gavin Graham

Gavin Graham has managed money for some of the largest banks and fund management companies in the world over the last thirty years and has worked in London, Hong Kong, San Francisco and Toronto. Having started in the City of London (the UK’s financial core) in 1979, he moved to Hong Kong in 1988, where his roles included that of Senior Investment Officer of Citigroup Global Asset Management (Asia) and Chief investment Officer for Connaught Investments Ltd. After moving to Toronto in 1999, he was Senior Investment Officer for Guardian Group of Funds in Toronto and latterly Director of Investments for Bank of Montreal Asset Management until 2010. He is now president of Graham investment Strategy Ltd and a frequent guest on Canada's Business News Network, the CBC and Toronto’s CP24, and quoted by the Canadian Press, Reuters and Bloomberg. Along with program producer Al Emid, Gavin is co-author of Investing in Frontier Markets: Opportunity Risk and Role in an Investment Portfolio, and of another upcoming book on frontier markets investing.

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